Addepar Admin/Reporting Analyst- Family Office

Orion Solutions is seeking a detail-oriented Investment Reporting Analyst for a small family office. This role involves tracking investment assets, producing asset allocation reports, and using Addepar to manage and analyze investment data across various asset types.Responsibilities:Administer, configure, and maintain the Addepar platform to meet the evolving needs of the family office.Track and analyze investment assets, including traditional investments, hedge funds, private equity, and alternative investments.Produce monthly and quarterly investment reports by reconciling and analyzing financial data and calculating performance.Provide insights on investment performance and recommend areas for improvement or reallocation.Contribute to ongoing improvements in reporting processes and assist with ad-hoc requests.Qualifications:1+ years of hands-on experience with Addepar, preferably in a wealth management or family office setting.Proficiency in Addepar, data management, financial reporting, and system configuration.Experience working with a variety of investment types, including traditional investments, hedge funds, private equity, and alternatives.Strong analytical skills to reconcile and analyze complex financial data.Detail-oriented, with a focus on accuracy in reporting and performance calculations.Strong communication skills and the ability to work independently.

Created: 2025-02-21